If your dream job is real financial planning with clients from all walks of life, we’d like to visit with you. Our planners get to see the impact of their work every day. We do not require a minimum amount of assets for clients, which allows us to work with people from a broad range of socioeconomic levels.
As a small, fee-only firm in Keller, TX, each person on our team makes a difference. We are looking for a Certified Financial Planner™ professional who is committed to our core values of best interest of the client, respect, competence, professionalism, accessibility, and work-life balance. Your aptitude, strengths, and values are more important than specific industry experience. We welcome career changers and those working toward their CFP® designation to apply.
As a Financial Planner, you will prepare and update financial plans, lead and/or participate in client meetings while developing strong client relationships, provide detailed follow-up, and collaborate with other members of the planning team (including the firm principal). Because we’re fee only, product sales are NOT part of the job. Working with both hourly and ongoing clients enables you to build a broad range of financial planning knowledge.
Keener Financial Planning offers a career path based on your goals and the needs of our company to grow as a supporting advisor and/or take on lead advisor responsibilities. We find our supportive mentorship and training enables our planners to develop their best planning and client relationship skills. There are also potential future firm ownership opportunities.
Competitive salary based on skills and experience plus quarterly bonus potential. Company paid health, dental, vision, life insurance, and holidays. 100% 401(k) match up to 6% of pay. After 90 days, employees are also eligible for paid vacation time. Flexible in-office and remote hours once fully trained. We are an equal opportunity employer and we are dedicated to providing an inclusive environment for all employees and clients.
Send your resume and cover letter to Director of Operations, Kelli Hinton – [email protected] to apply for this position and learn more information.
If this position isn’t the right fit for you, we’d still be happy to visit with you. We’re always interested in getting to know talented, hard-working individuals passionate about fee-only, accessible financial planning. For a general discussion, please reach out to us via our Contact Us page.
To hear from our team members directly about what it’s like working at Keener Financial, check out this series of brief videos.